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Albert Rodriguez Email & Phone Number
Private Client Advisor at J.P. Morgan
at
J.P. Morgan
LinkedIn matched
✓ Verified August 2026
2 data sources
Profile completeness 71%
Current company
Role
Private Client Advisor at J.P. Morgan
Location
San Jose, California, United States
Company size
Who is Albert Rodriguez? Overview
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Quick answer
Albert Rodriguez is listed as Private Client Advisor at J.P. Morgan at J.P. Morgan, a with 59438 employees, based in San Jose, California, United States. AeroLeads shows a matched LinkedIn profile for Albert Rodriguez.
Albert Rodriguez previously worked as Private Client Advisor at J.P. Morgan and Private Client Advisor at J.P. Morgan Securities Llc.
Company email context
Email format at J.P. Morgan
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J.P. Morgan
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Profile bio
About Albert Rodriguez
I am a dedicated professional with a proven record for delivering outstanding service to clients, collaborating effectively with colleagues, and managing P&L on a multimillion-dollar book of business. My expertise lies in wealth management, investment planning, and client relationship management. I excel in developing tailored financial strategies, maintaining high client satisfaction, and driving revenue growth. My goal is to consistently meet and exceed client expectations by providing personalized and strategic financial solutions.
Current workplace
Albert Rodriguez's current company
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J.P. Morgan
4 roles
Albert Rodriguez work experience
A career timeline built from the work history available for this profile.
Private Client Advisor
Current
J.P. Morgan Securities Llc
Provided comprehensive financial advice and services to high-net-worth clients. Responsibilities included:-Managing client relationships-Developing tailored investment strategiesOffering guidance on wealth management, estate planning, and retirement planning-Working closely with clients to understand their financial goals and risk tolerance, ensuring that their portfolios were aligned with their objectives-Collaborated with internal teams and external partners to deliver a seamless client experience-Stayed informed about market trends and financial products to provide the best possible advice-Proactive outreach to potential clients and maintaining a high level of client satisfaction through exceptional service
Sep 2023 - Present
Financial Solutions Advisor
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Worked with a seamless client experienceStayed informed about market trends and financial products to provide the best possible adviceProactive outreach to potential clients and maintaining a high level of client satisfaction through exceptional service
Feb 2022 - Sep 2023
Private Client Banker
Jpmorgan Chase Bank, N.A.
Provided comprehensive financial advice and services to high-net-worth clients. Responsibilities included:Managing client relationshipsDeveloping tailored investment strategiesOffering guidance on wealth management, estate planning, and retirement planningWorking closely with clients to understand their financial goals and risk tolerance, ensuring that their portfolios were aligned with their objectivesCollaborated with internal teams and external partners to deliver a seamless client experienceStayed informed about market trends and financial products to provide the best possible adviceProactive outreach to potential clients and maintaining a high level of client satisfaction through exceptional service
Apr 2017 - Jan 2022
Team & coworkers
Colleagues at J.P. Morgan
Other employees you can reach at jpmorgan.com. View company contacts for 59438 employees →
CW
Cindy Wang
Colleague at J.P. MorganPhiladelphia, Pennsylvania, United States
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MM
Manas Mirkar
Colleague at J.P. MorganMumbai, Maharashtra, India
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BC
Brian Clement
Colleague at J.P. MorganUnited States
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ML
Michelle Lai, Cfp®
Colleague at J.P. MorganLos Angeles Metropolitan Area, United States
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MP
Mark Pavlock
Colleague at J.P. MorganLutz, Florida, United States
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MA
Mickey Anderson
Colleague at J.P. MorganHouston, Texas, United States
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TW
Taylor Weinberg Rosen
Colleague at J.P. MorganNew York, United States
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NB
Nageswarao Bathula
Colleague at J.P. MorganHyderabad, Telangana, India
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JS
Josephine Singleton
Colleague at J.P. MorganDhaka, Bangladesh
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PG
Pradyot Ganguly
Colleague at J.P. MorganBangalore Rural, Karnataka, India
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Cindy Wang
Colleague at J.P. MorganPhiladelphia, Pennsylvania, United States
View →
MM
Manas Mirkar
Colleague at J.P. MorganMumbai, Maharashtra, India
View →
BC
Brian Clement
Colleague at J.P. MorganUnited States
View →
ML
Michelle Lai, Cfp®
Colleague at J.P. MorganLos Angeles Metropolitan Area, United States
View →
MP
Mark Pavlock
Colleague at J.P. MorganLutz, Florida, United States
View →
MA
Mickey Anderson
Colleague at J.P. MorganHouston, Texas, United States
View →
TW
Taylor Weinberg Rosen
Colleague at J.P. MorganNew York, United States
View →
NB
Nageswarao Bathula
Colleague at J.P. MorganHyderabad, Telangana, India
View →
JS
Josephine Singleton
Colleague at J.P. MorganDhaka, Bangladesh
View →
PG
Pradyot Ganguly
Colleague at J.P. MorganBangalore Rural, Karnataka, India
View →
FAQ
Frequently asked questions about Albert Rodriguez
Quick answers generated from the profile data available on this page.
What company does Albert Rodriguez work for?
Albert Rodriguez works for J.P. Morgan.
What is Albert Rodriguez's role at J.P. Morgan?
Albert Rodriguez is listed as Private Client Advisor at J.P. Morgan at J.P. Morgan.
Where is Albert Rodriguez based?
Albert Rodriguez is based in San Jose, California, United States while working with J.P. Morgan.
What companies has Albert Rodriguez worked for?
Albert Rodriguez has worked for J.P. Morgan, J.P. Morgan Securities Llc, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Jpmorgan Chase Bank, N.A..
Who are Albert Rodriguez's colleagues at J.P. Morgan?
Albert Rodriguez's colleagues at J.P. Morgan include Cindy Wang, Manas Mirkar, Brian Clement, Michelle Lai, Cfp®, and Mark Pavlock.
How can I contact Albert Rodriguez?
You can use AeroLeads to view verified contact signals for Albert Rodriguez at J.P. Morgan, including work email, phone, and LinkedIn data when available.
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